Berkshire Asset Management’s Schwab US REIT ETF SCHH Stock Holding History

Berkshire Asset Management’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-68,342	Closed	-$1.2M	–	172
2020 Q2	$1.2M	Hold	68,342	–	–	0.11%	81
2020 Q1	$1.12M	Hold	68,342	–	–	0.12%	97
2019 Q4	$1.57M	Hold	68,342	–	–	0.13%	82
2019 Q3	$1.61M	Hold	68,342	–	–	0.14%	86
2019 Q2	$1.52M	Hold	68,342	–	–	0.13%	90
2019 Q1	$1.52M	Sell	68,342 -1,640	-2%	-$34.8K	0.13%	91
2018 Q4	$1.35M	Sell	69,982 -2,202	-3%	-$45K	0.13%	92
2018 Q3	$1.51M	Buy	72,184 +1,478	+2%	+$31.2K	0.13%	94
2018 Q2	$1.48M	Sell	70,706 -24,782	-26%	-$490K	0.14%	89
2018 Q1	$1.83M	Hold	95,488	–	–	0.18%	80
2017 Q4	$1.99M	Hold	95,488	–	–	0.19%	79
2017 Q3	$1.96M	Hold	95,488	–	–	0.22%	72
2017 Q2	$1.97M	Hold	95,488	–	–	0.22%	73
2017 Q1	$1.95M	Buy	+95,488	New	+$1.96M	0.23%	72

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Berkshire Asset Management's SCHH Position: Q3 2020 in Review

Berkshire Asset Management sold out of Schwab US REIT ETF (SCHH) in Q3 2020, closing a stake of 68,342 shares — an estimated $1.2M sold.

Berkshire Asset Management first reported a position in SCHH in Q1 2017 and held it in 14 quarters. The position peaked at $1.99M in Q4 2017. 354 funds tracked by Wall St. Rank hold SCHH as of Q3 2020.

Berkshire Asset Management reported no remaining Schwab US REIT ETF position as of Q3 2020 after selling out during the quarter.
Berkshire Asset Management sold 68,342 Schwab US REIT ETF shares in Q3 2020, an estimated $1.2M.
Berkshire Asset Management first reported a position in Schwab US REIT ETF in Q1 2017 and held it in 14 quarters.
Berkshire Asset Management's Schwab US REIT ETF position peaked at $1.99M in Q4 2017.
354 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2020.

Based on Berkshire Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.